Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHGX (Age-Based Option Age 0-3 Cl C) | NA | 25.98% | 10.38% | 10.89% | NA | NA | NA | … | … |
Data as of 07/26/2021, Common starting date is 07/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHGX (Age-Based Option Age 0-3 Cl C) | 07/19/2016 | 07/26/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.98 | 10.38 | 10.89 | NA | NA | NA | … | … | 9.89 | 12.73 | 20.89 | -7.57 | 16.45 | 4.56 |
| Sharpe Ratio | NA | 2.39 | 0.54 | 0.69 | NA | NA | NA | … | … | 1.76 | 0.46 | 2.08 | -0.72 | 2.79 | 1.30 |
| Standard Deviation(%) | NA | 11.21 | 17.75 | 14.69 | NA | NA | NA | … | … | 10.40 | 26.83 | 9.37 | 12.43 | 5.69 | 7.64 |
| Draw Down(%) | NA | 6.47 | 30.09 | 30.09 | NA | NA | NA | … | … | 3.77 | 30.09 | 5.73 | 16.63 | 2.11 | 4.39 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/26/2021, Common starting date is 07/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHGX (Age-Based Option Age 0-3 Cl C) |
-0.10%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHGX (Age-Based Option Age 0-3 Cl C) |
11.84%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart